Senior Administrator - Investment Operations
Isle of Man
Temporary
Our client seeks a Senior Administrator - Investment Operations to join their team.
Key Responsibilities:
- Provide excellent customer service to clients in line with Company values.
- Accurately record and execute dealing instructions on behalf of policyholders in line with Company service standards and the Governance Regulations.
- Handle complex queries, providing a high quality of service that is accurate and within stated timescales.
- Accurately raise all trades as instructed by the fund advisor/client ensuring that the transactions are permissible and do not create unapproved overdrawn positions on policy cash accounts to ensure that records give a true account at all time
- Place all external trades in line with the appropriate market guidelines and timeframes, Company service standards and FCA and internal governance regulations
- Support the Team Lead / Management Team
- Maintain a high level of technical knowledge to facilitate rotation into other teams as and when required to ensure service levels are maintained.
- To provide product information and undertake tasks in response to complex customer requests, and to amend and maintain accurate company records, ensuring that legislative, customer and Company requirements and service standards are met.
- To maintain a high level of technical and specialist skills, experience and knowledge, enabling rotation into other teams as and when required to ensure service levels are maintained.
- To act as a positive role model within and outside of Investment Operations.
- To investigate and resolve complex complaints, deal with telephone queries and fully document how they are resolved.
- To ensure all communications are handled accurately and to adopt the most appropriate method of communication in line with the divisional, regulatory and complaint procedures.
- To continually review and improve the department's processes and procedures to ensure service levels are maintained and, where appropriate, enhanced in line with Company policies, regulatory, professional and legal requirements
- To co-ordinate, contribute and represent Investment Operations in ad hoc projects. To liaise and develop working relationships with other business areas as needed.
Key Skills and Experience
- Minimum 5 A* - C / 9 - 4 Grade GCSEs (including English and Maths) or equivalent - essential
- Introduction to Securities - Desirable not mandatory
- Diligent and conscientious in the accuracy of their work, excellent attention to detail
- Excellent written and verbal communication skills
- Excellent Customer Service skills
- “Can Do”, proactive attitude
- Ability to operate in a fast paced, dynamic environment and able to work under pressure
- Intermediate knowledge and experience of MS Office
